Apple shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $114M | 490k | 233.00 |
| 2024-06-30 | $108M | 515k | 210.62 |
| 2024-03-31 | $94M | 545k | 171.48 |
| 2023-09-30 | $87M | 507k | 171.21 |
| 2023-06-30 | $98M | 503k | 193.97 |
| 2023-03-31 | $78M | 475k | 164.90 |
| 2022-12-31 | $62M | 477k | 129.93 |
| 2022-09-30 | $63M | 458k | 138.20 |
| 2022-06-30 | $62M | 455k | 136.72 |
| 2022-03-31 | $78M | 448k | 174.61 |
| 2021-12-31 | $80M | 451k | 177.57 |
| 2021-09-30 | $79M | 559k | 141.50 |
| 2021-06-30 | $51M | 374k | 136.96 |
| 2021-03-31 | $57M | 465k | 122.15 |
| 2020-12-31 | $59M | 443k | 132.69 |
| 2020-09-30 | $72M | 622k | 115.81 |
| 2020-06-30 | $48M | 130k | 364.80 |
| 2020-03-31 | $16M | 64k | 254.28 |
| 2019-12-31 | $19M | 64k | 293.65 |
| 2019-09-30 | $15M | 65k | 223.96 |
| 2019-06-30 | $14M | 69k | 197.93 |
| 2019-03-31 | $13M | 70k | 189.95 |
| 2018-12-31 | $11M | 72k | 157.74 |
| 2018-09-30 | $16M | 72k | 225.74 |
| 2018-06-30 | $13M | 69k | 185.11 |
| 2018-03-31 | $11M | 68k | 167.79 |
| 2017-12-31 | $12M | 71k | 169.22 |
| 2017-09-30 | $11M | 69k | 154.12 |
| 2017-06-30 | $9.5M | 66k | 144.02 |
| 2017-03-31 | $9.5M | 68k | 140.68 |
| 2016-12-31 | $9.4M | 81k | 115.82 |
| 2016-09-30 | $9.3M | 82k | 113.54 |
| 2016-03-31 | $7.5M | 69k | 108.99 |
| 2015-12-31 | $6.4M | 65k | 98.53 |
| 2015-09-30 | $7.1M | 65k | 110.30 |
| 2015-06-30 | $8.3M | 66k | 125.16 |
| 2015-03-31 | $9.0M | 71k | 126.17 |
| 2014-12-31 | $8.1M | 72k | 112.02 |
| 2014-09-30 | $7.5M | 74k | 100.75 |
| 2014-06-30 | $7.1M | 75k | 95.38 |
| 2014-03-31 | $5.9M | 11k | 518.98 |
| 2013-12-31 | $6.2M | 11k | 551.53 |
| 2013-09-30 | $6.0M | 11k | 525.42 |
| 2013-06-30 | $5.5M | 11k | 489.53 |
| 2013-03-31 | $4.8M | 11k | 442.75 |